Checklists
The checklist isn’t in a folder any more. It’s at the button.
A checklist works when it’s in front of you at the right time. ClickCheck shows it the moment someone starts the task, and records that it was completed.
Mark Jansen
mark.jansen@demoltd.example
User deleted. The completed checklist is in the audit log.
Nothing deleted. The checklist is waiting for later.
Why checklists fail
Not because they’re bad, but because they’re missing when it counts.
Every organisation has lists for work that comes back, but not often enough to know by heart. A colleague leaving, a new supplier, a client moving on. Twice a year is exactly often enough to forget half of it.
Those lists live in Word, OneNote or the intranet. Whoever needs one has to find it first. With ClickCheck the list appears by itself the moment someone clicks Delete, Create or Close.
Example
An employee leaving, in Microsoft 365.
This list appears when an admin clicks “Delete user”. You can only continue once everything is ticked.
- Block sign-in
Block sign-in first, so nothing else can happen while you sort out the rest.
- Check MFA methods
Remove registered phones and authenticator apps from the account.
- Hand over OneDrive
Give the manager access before the files disappear with the account.
- Set up a shared mailbox
Convert the mailbox so customers who still email don’t end up in a void.
- Remove licences
Otherwise you keep paying for someone who isn’t there.
- Log equipment
Record laptop, phone and access badge as returned.
More examples
Checklists companies attach to a button.
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Creating a new supplier in the accounts.
Company number, VAT and bank details checked
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Sending a quote over €25,000.
Margin, delivery date and terms reviewed
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Archiving a client file.
Open invoices and retention period checked
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Setting up an account for a new starter.
Groups, licence and MFA in place
On record
Later, you can see who completed which list.
For every completed checklist, ClickCheck records who worked through it, when and under which rule. Not what else was on the page. Useful when someone asks a year later whether a former colleague’s access was really removed.
Make a mistake once. Not twice.
Free for 3 users and 3 rules. No credit card needed.